3 Day by Day for iOS

Topics

• How do I log into the app?

• How do I log out of the app?

• How do I change the default server details?

• How do I create a crew?

• How do I invite colleagues to use the app?

• How to add a card to your feed?

• How can the Recommended feed display the popular searches?

• How do I retrieve data on a date, time, location, and by threshold values?

• How do I filter data in a card?

• How do I manage settings for bring backs on cards?

• How do I change the type of a chart in a card?

• How do I view specific data in the card?

• How do I view insights about a card?

• How do I comment on a card?

• How do I share and collaborate on a card?

• How to remove a card from your feed?

How do I log into the app?

1. Tap the app in your mobile device.
2. Enter the server details.

   For example, https://hostname:port (https://myserver.com:443)

   When you specify the server for the first time, you see it as the default for subsequent logins.
3. Optionally, select the Enable secure connection check box to sign in securely.
4. Tap Connect.
5. Enter the login user name and password.
6. Tap Login.

How do I log out of the app?

1. In the app, tap Settings.
2. In Account, tap Disconnect.
   You’re disconnected from the server and need to re-login to the server to work with the app.

How do I change the default server details?

You can change the server details in two ways.

1. Open the app.
   You see the server details that you last used.
2. Optionally, open the app, tap Connect, and tap Change Server.
3. Delete the details and enter the new server information.

How do I create a crew?

1. In the app, tap Settings.
2. Tap Manage My Crew.
   You see two types of users:

   • Suggested users: Registered users of the app who are in the contacts list on your mobile device with an email address that exactly matches the email address of the user IDs that they use for the app.

   • Users: Registered users of the app who are available in your Oracle Analytics Cloud instance.

3. You can:

   • Search for users and select them.

   • Tap beside the user names in the displayed list to select them.

How do I invite colleagues to use the app?

1. In the app, tap Settings.
2. Tap Invite Colleagues.
   You see the user search page listing the contacts available in your mobile device.
3. Search for colleagues or select from the contacts list.
4. Invite colleagues in two ways:

   • n the Message tab, select the contact, and tap Send. The app drafts and displays the message inviting the contact to use the app. Tap to send the message.

   • In the Mail tab, select the contact, and tap Send. The app drafts and displays the mail inviting the contact to use the app. Tap Send.

How to add a card to your feed?

1. In the app, tap Search.
2. Search for data in two ways:

   • Enter the keywords in the Search field, select from the results, and tap .

   • Tap and speak the keywords.

   Depending on the number of items that you search for, the app generates a chart or series of cards. The app displays card types that are best suited for the returned data. For example, if you search for Revenue and Product, then you see a single card that depicts Revenue by Product. If you search for Revenue, Product, and Brand, then you see a series of cards that display varying combinations of Revenue, Product, and Brand.
3. Tap below the card and tap Add to Your Feed.
   You see a message that the card has been added to your feed.

How can the Recommended feed display the popular searches?

1. In the app, tap Settings.
2. Enable Show Leaderboard.

How do I retrieve data on a date, time, location, and by threshold values?

You can retrieve data on a specific date, time, location, and by threshold values from your feed.

1. In search mode, search for data.
2. Select a card generated by the app and tap below the card.
3. Tap Bring Backs.
4. If you’ve added the card to your feed, then tap below the card in your feed, and then tap Bring Backs.
5. Specify one or more options:

   • Tap a day; for example, tonight, tomorrow, or next week.

   • Tap Bring Back by Time to specify the time and the recurrence (such as daily, weekly, or monthly).

   • Tap Bring Back by Place to specify the location.

   • Tap Bring Back by Threshold to specify the threshold values. For example, on a card displaying regional revenues, if you set the threshold value for total revenue as X, then when the total regional revenue reaches X, the app retrieves that card and displays it in your feed.

   Based on your selection, you automatically see the card on the specified date, time, place, or when the card data reaches the specified threshold.

How do I filter data in a card?

1. Tap the card to view it in full-screen mode.
2. Tap

   You see the filters available for the card.

3. Tap the Text filter and select the text filter options.
4. Tap to go back to the Filters page.
5. Tap the Number filter and select a filter option.
6. Tap to exit the Filters page.

   Note:

   To filter data in a card that’s been shared with you, you must add the shared card to your feed.

How do I manage settings for bring backs on cards?

1. In the app, tap Settings.
2. Tap Bring Backs.
   The app displays the existing bring backs for the card.
3. Tap a bring back.
4. Tap to modify the existing setting, and then tap Done.
5. Tap to add another type of bring back for the card, and then tap Done.
6. Tap Edit.
7. Tap to remove the bring back.
8. Tap Done.

How do I change the type of a chart in a card?

1. Tap below the card.
2. In Change Chart, select a chart type.
   The app refreshes and you see the chart in the new format.

How do I view specific data in the card?

1. Tap the card to view it in full-screen mode.
2. Tap a data segment in the card.
   You see the data specific to the segment in its tooltip.

How do I view insights about a card?

1. Tap a chart to view it in full-screen mode.
2. Tap adjacent to the card title.
   You see insights about the data in the card.
3. Tap at the top of the card and then tap Share to share the insight.

How do I comment on a card?

1. Tap below the card.
2. Tap Comments.
3. In Add comment, enter a comment and tap Post.

You see the card refresh and then you see the number of comments on the card. Anyone can see the comment that you’ve entered. Users with whom you’ve shared the card see it automatically in their Recommended feed. They can view and respond to comments.

How do I share and collaborate on a card?

1. Tap below the card.
2. Share the card in one of these ways:
   • Tap Share with Colleagues. You see two types of users:

     • Suggested users: Registered users of the app who are in the contacts list on your mobile device with an email address that exactly matches the email address of the user IDs that they use for the app.

     • Users: Registered users of the app who are available in your Oracle Analytics Cloud instance.

   • Tap Share with Crew to share it with your crew.

   • Tap Share Image to send the image of a card to anyone else, using the apps available in your mobile device.

   • Tap Share Nearby to share it with a user who is physically near you if you’ve enabled the Share Nearby option in Settings.

     Note:

     You can share across iOS and Android mobile devices. This sharing passes the card from one device to another. This method doesn't share the card data with other users; those users will see data they have access to on the shared card.
   • Tap Share Data to share to other apps installed on the device that accept data.

   Sharing a card with individual users or with your crew creates a private discussion and places the card in the Recommended feed of each user. Users can comment and collaborate on the shared card.

How to remove a card from your feed?

1. Tap beside the card title.
2. Tap Remove.